TAX & FINANCIAL INSIGHTS BLOG

June 10, 2021

The New York Times Features Phil Mitchell in a feature story about financial planning for teens

Thanks to The New York Times for talking with our own Phil Mitchell.
February 23, 2021

US News & World Report Features Phil Mitchell in their Guide to 1031 Exchanges

Thanks to US News & World Report for talking with our own Phil Mitchell.
February 19, 2021

The National Desk Talks with our own Tax Expert, Phil Mitchell

Thanks to The National Desk for talking with our own tax & invesment expert Phil Mitchell.
February 9, 2021
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WZZM on “What you need to know before filing your taxes” especially with stimulus checks

Thanks to WZZM for talking with our own Phil Mitchell on 2020 tax preparation.
December 31, 2020
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WZZM on the Second Stimulus Package

Thanks to WZZM for talking with our own Phil Mitchell on the latest stimulus package.
December 26, 2020

Phil Mitchell Interview Barron’s: Retirement Considerations for 2021

Phil Mitchell talks with Barrons about retirement considerations for 2021
July 22, 2020
compass

Three Things to Consider in a Changing Market

The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
March 9, 2020

Your Retirement Savings are at Risk and you have 5 Years to Fix it

On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
August 8, 2019
Man looking at tablet

5 Questions to Ask Your Financial Advisor

If you’re unsure if your financial advisor is a best fit for your needs ask him or her the questions below. Follow our guide to what their answers should be and if the responses are not lining up or you’re unsure of their responses feel free to sit down with an investment professional at Kroon & Mitchell for a free review.
August 8, 2019

Eight Takeaways from Tax Season for Family Business Owners

We just finished filing taxes under the largest reform in 30 years! As we reflect back on this filing we’ve compiled a list of key takeaways for family business owners. The biggest changes are: the increase of standard deductions, changes to the income tax brackets and the addition of a new qualified business income deduction.
June 2, 2017
compass

9 Tips to Improve your Current 401k Investments

1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
July 31, 2017
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Grand Rapids Business Journal Guest Column, Pending Changes to Tax Code

Curious about how changes to the tax code in the Trump administration may impact your retirement? Read Phil Mitchell's guest column from the Grand Rapids Business Journal on the topic.
November 6, 2017
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MiBiz Federal Tax Reform Comments

MiBiz interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
November 11, 2017
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Grand Rapids Business Journal: Tug of War and Tax Reform in Michigan

Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the proposed Federal Tax Reform.
December 4, 2017
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WZZM Feature: People In West Michigan Could See Tax Break From National Reform

WZZM interviewed our own Phil Mitchell to discuss the 2018 Federal Tax Reform.
December 29, 2017
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Grand Rapids Business Journal: Tax Reform Generates Uncertainty

Grand Rapids Business Journal interviewed our own Phil Mitchell to get his comments on the 2018 Federal Tax Reform.